FINANCIAL PARTNERS, LLC

613 Old Santa Fe Trail
Santa Fe, New Mexico 87505
Tel: 505-795-7910

About FINANCIAL PARTNERS, LLC

FINANCIAL PARTNERS, LLC, formally registered with the SEC as FINANCIAL PARTNERS, LLC. The firm was established in 03/06/2017. They have over 1 offices throughout the country.

FINANCIAL PARTNERS, LLC is a Santa Fe, New Mexico based Financial Planning firm with nearly $121,449,205 assets under management, offering retirement planning & investment advisory services to 391 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	170002
SEC#	801-110092
Assets Managed by Firm	$121,449,205
No. of Clients	391
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	391	$121,449,205
Individuals (other than high net worth individuals)	125	$33,049,472
High net worth individuals	50	$88,399,733

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